Great Valley Advisor Group
APD icon

Great Valley Advisor Group’s Air Products & Chemicals APD Stock Holding History

Great Valley Advisor Group’s Portfolio APD Stock Details APD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$772K Buy
2,776
+318
+13% +$94.6K 0.01% 645
2026
Q2 		$720K Sell
2,458
-867
-26% -$252K 0.01% 612
2026
Q1 		$966K Buy
3,325
+1,195
+56% +$329K 0.02% 519
2025
Q4 		$526K Sell
2,130
-13,316
-86% -$3.38M 0.01% 610
2025
Q3 		$4.21M Sell
15,446
-2,361
-13% -$683K 0.08% 208
2025
Q2 		$5.02M Sell
17,807
-16,415
-48% -$4.49M 0.11% 174
2025
Q1 		$10.1M Sell
34,222
-125
-0.4% -$38.5K 0.22% 113
2024
Q4 		$10M Buy
34,347
+18,842
+122% +$5.92M 0.22% 105
2024
Q3 		$4.62M Buy
15,505
+673
+5% +$184K 0.11% 177
2024
Q2 		$3.83M Buy
14,832
+2,513
+20% +$637K 0.11% 200
2024
Q1 		$2.98M Buy
12,319
+455
+4% +$111K 0.09% 221
2023
Q4 		$3.25M Sell
11,864
-1,089
-8% -$299K 0.11% 187
2023
Q3 		$3.67M Buy
12,953
+1,455
+13% +$427K 0.15% 157
2023
Q2 		$3.44M Buy
11,498
+544
+5% +$155K 0.14% 160
2023
Q1 		$3.15M Buy
10,954
+982
+10% +$287K 0.15% 167
2022
Q4 		$3.07M Buy
9,972
+231
+2% +$65.1K 0.16% 156
2022
Q3 		$2.27M Buy
9,741
+407
+4% +$101K 0.13% 174
2022
Q2 		$2.24M Buy
9,334
+694
+8% +$169K 0.12% 180
2022
Q1 		$2.16M Buy
8,640
+809
+10% +$208K 0.13% 190
2021
Q4 		$2.38M Buy
7,831
+8
+0.1% +$2.35K 0.15% 160
2021
Q3 		$2M Buy
7,823
+815
+12% +$225K 0.14% 174
2021
Q2 		$2.02M Buy
7,008
+919
+15% +$270K 0.15% 164
2021
Q1 		$1.71M Buy
6,089
+237
+4% +$64.4K 0.16% 142
2020
Q4 		$1.6M Buy
5,852
+197
+3% +$55.5K 0.17% 136
2020
Q3 		$1.68M Buy
5,655
+3,687
+187% +$1.06M 0.21% 107
2020
Q2 		$475K Buy
+1,968
New +$449K 0.08% 242

Other funds holding APD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Great Valley Advisor Group's APD Position: Q3 2026 in Review

Great Valley Advisor Group increased its Air Products & Chemicals (APD) stake by 13% in Q3 2026, buying an estimated $94.6K and bringing the position to 2,776 shares worth $772K. The position accounts for 0.01% of the portfolio, ranked #645.

Great Valley Advisor Group first reported a position in APD in Q2 2020 and has held it in 26 quarters since. The position peaked at $10.1M in Q1 2025. 1,121 funds tracked by Wall St. Rank hold APD as of Q3 2026.

  • Great Valley Advisor Group held 2,776 shares of Air Products & Chemicals worth $772K as of Q3 2026.
  • Great Valley Advisor Group bought 318 Air Products & Chemicals shares in Q3 2026, an estimated $94.6K.
  • Air Products & Chemicals made up 0.01% of Great Valley Advisor Group's portfolio in Q3 2026, its #645 holding.
  • Great Valley Advisor Group first reported a position in Air Products & Chemicals in Q2 2020 and has held it in 26 quarters since.
  • Great Valley Advisor Group's Air Products & Chemicals position peaked at $10.1M in Q1 2025.
  • 1,121 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Great Valley Advisor Group's 13F filing for Q3 2026, filed 9 Nov 2026.